+1,573.8%
VSAT vs RVTY
+1,847.1%
-273.3%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.3% | +5.3% | +5.2% |
| 7D | +11.8% | +1.1% | +10.7% | +11.3% |
| 30D | -7.0% | +13.2% | -20.3% | -11.8% |
| 3M | +3.3% | +27.2% | -24.0% | -7.8% |
| 6M | +57.4% | +32.4% | +25.0% | +37.7% |
| YTD | +118.6% | +34.9% | +83.7% | +89.3% |
| 1Y | +150.2% | +52.4% | +97.9% | +106.4% |
| 3Y | +160.7% | +12.3% | +148.4% | +140.8% |
| 5Y | +51.2% | -30.8% | +82.0% | +66.0% |
| 10Y | -0.7% | +150.7% | -151.3% | -38.4% |
| All | +1,573.8% | +1,847.1% | -273.3% | +315.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RVTY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling